Sand Hill Global Advisors, LLC
CIK: 0001009209Latest portfolio: $2.9B · Q4 2025
Holdings
197
Total Value
$2.9B
New Positions
10
Closed Positions
12
Top Holdings
View All 197 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 485,490 | $304.0M | 10.61% | -12,534 | |
| 2 | EFAISHARES TR | 2,897,259 | $278.0M | 9.70% | +56K | |
| 3 | SPYSPDR S&P 500 ETF TR | 335,243 | $228.0M | 7.96% | -13,513 | |
| 4 | VWOVANGUARD INTL EQUITY INDEX F | 3,134,953 | $168.0M | 5.86% | -8,855 | |
| 5 | IJHISHARES TR | 2,283,286 | $150.0M | 5.24% | +23K | |
| 6 | VNQVANGUARD INDEX FDS | 1,663,150 | $147.0M | 5.13% | +40K | |
| 7 | IWMISHARES TR | 562,884 | $138.0M | 4.82% | -19,747 | |
| 8 | SPYMSPDR SERIES TRUST | 1,613,586 | $129.0M | 4.50% | -59,149 | |
| 9 | VBKVANGUARD INDEX FDS | 306,241 | $92.0M | 3.21% | +525 | |
| 10 | NDQINVESCO QQQ TR | 120,248 | $73.0M | 2.55% | -11,480 | |
| 11 | VGITVANGUARD SCOTTSDALE FDS | 1,206,289 | $72.0M | 2.51% | +77K | |
| 12 | AGGISHARES TR | 706,139 | $70.0M | 2.44% | +39K | |
| 13 | BONDPIMCO ETF TR | 624,484 | $58.0M | 2.02% | +93K | |
| 14 | IVVISHARES TR | 75,456 | $51.0M | 1.78% | -85 | |
| 15 | AAPLAPPLE INC | 143,636 | $39.0M | 1.36% | -192 | |
| 16 | NVDANVIDIA CORPORATION | 204,579 | $38.0M | 1.33% | -31,794 | |
| 17 | GOOGLALPHABET INC | 110,385 | $34.0M | 1.19% | -3,142 | |
| 18 | MSFTMICROSOFT CORP | 66,398 | $32.0M | 1.12% | -438 | |
| 19 | AMZNAMAZON COM INC | 125,196 | $28.0M | 0.98% | +952 | |
| 20 | JPMJPMORGAN CHASE & CO. | 77,436 | $24.0M | 0.84% | -2,011 | |
| 21 | ESGUISHARES TR | 155,011 | $23.0M | 0.80% | -6,326 | |
| 22 | METAMETA PLATFORMS INC | 33,864 | $22.0M | 0.77% | -54 | |
| 23 | ESMLISHARES TR | 474,591 | $21.0M | 0.73% | +173K | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 326,830 | $20.0M | 0.70% | -1,090 | |
| 25 | IYRISHARES TR | 183,801 | $17.0M | 0.59% | +26K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.900038000320002e+60T)
Healthcare0.0% ($1.1000100001000088e+31T)
Industrials0.0% ($1.3000700060005002e+23T)
Consumer Cyclical0.0% ($2.80001300080007e+22T)
Unknown0.0% ($7300013000900020224.0T)
Communication Services0.0% ($3400022000100007.0T)
Energy0.0% ($900.0T)
Consumer Defensive0.0% ($70.0T)
Utilities0.0% ($7.0T)
Basic Materials0.0% ($800.0B)
Real Estate0.0% ($5.0M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 12, 2026 | $2.9B | 207 |
| Q3 2025 | Nov 12, 2025 | $2.8T | 199 |
| Q2 2025 | Aug 14, 2025 | $2.7T | 202 |
| Q1 2025 | May 13, 2025 | $2.4T | 194 |
| Q4 2024 | Feb 13, 2025 | $2.4T | 188 |
| Q3 2024 | Nov 12, 2024 | $2371.6T | 195 |
| Q2 2024 | Aug 13, 2024 | $2202.1T | 189 |
| Q1 2024 | May 13, 2024 | $2108.0T | 163 |
| Q4 2023 | Feb 9, 2024 | $2077.6T | 162 |
| Q3 2023 | Nov 13, 2023 | $1814.6T | 153 |
| Q2 2023 | Aug 11, 2023 | $2012.7T | 153 |
| Q1 2023 | May 12, 2023 | $1863.4T | 155 |
| Q4 2022 | Feb 10, 2023 | $1771.6T | 160 |
| Q3 2022 | Nov 14, 2022 | $1.6T | 155 |
| Q2 2022 | Aug 15, 2022 | $1.8T | 154 |
| Q1 2022 | May 13, 2022 | $1.8T | 151 |
| Q4 2021 | Feb 11, 2022 | $1.8T | 177 |
| Q3 2021 | Nov 15, 2021 | $1.6T | 175 |
| Q2 2021 | Aug 13, 2021 | $1.6T | 160 |
| Q1 2021 | May 13, 2021 | $1.5T | 140 |
| Q4 2020 | Feb 11, 2021 | $1.5T | 139 |
| Q3 2020 | Nov 10, 2020 | $1.3T | 131 |
| Q2 2020 | Aug 13, 2020 | $1.3T | 126 |
| Q1 2020 | May 14, 2020 | $1.1T | 118 |
| Q4 2019 | Feb 13, 2020 | $1.1T | 135 |
| Q3 2019 | Nov 14, 2019 | $1.1T | 128 |
| Q2 2019 | Aug 13, 2019 | $974.9B | 103 |
| Q1 2019 | May 3, 2019 | $979.6B | 103 |
| Q4 2018 | Feb 14, 2019 | $929.3B | 101 |
| Q3 2018 | Nov 13, 2018 | $1.0T | 100 |
| Q2 2018 | Aug 10, 2018 | $1.0T | 114 |
| Q1 2018 | May 10, 2018 | $103.6B | 79 |
| Q4 2017 | Feb 13, 2018 | $1.0T | 110 |
| Q3 2017 | Nov 14, 2017 | $937.6B | 117 |
| Q2 2017 | Aug 10, 2017 | $877.9B | 115 |
| Q1 2017 | May 4, 2017 | $772.8B | 109 |
| Q4 2016 | Feb 13, 2017 | $727.7B | 103 |
| Q3 2016 | Nov 14, 2016 | $655.9B | 96 |
| Q2 2016 | Aug 11, 2016 | $635.3B | 96 |
| Q1 2016 | May 13, 2016 | $658.2B | 96 |
Fund Information
Sand Hill Global Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.9B across 197 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 10.6% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.